Henderson Brothers Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and institutional sponsors, with a particular emphasis on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers both discretionary and non‑discretionary asset management and delivers participant education and plan‑level services, while also facilitating access to pooled employer plans (PEPs), multiple employer plans (MEPs), and recordkeeper solutions for institutional clients.
HBFP constructs portfolios using mutual funds, exchange‑traded funds, and third‑party portfolio managers, combining model‑based programs available through its custodian platform with traditional portfolio construction methods (including ESG screening, option strategies, and both long‑ and short‑term approaches). The firm routinely selects unaffiliated third‑party advisors for separately managed and wrap‑style programs and operates on an institutional custodial platform, which it discloses may include program‑level algorithms and model portfolios.
A noteworthy aspect of the firm’s disclosures is that a member of its leadership is a licensed attorney who maintains a separate law practice; the brochure states legal services from that practice are not provided to HBFP clients. The firm is also affiliated with an independent insurance agency that shares back‑office and administrative resources, and some representatives are registered with the firm’s primary custodian, arrangements the firm discloses and addresses as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning and consulting services, disclosed in agreement
$0 - $2,000,000: 1% Above $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.7% Over $10,000,000 - Custom: Custom
Certain persons are registered representatives earning commissions on securities and insurance products sales, separate from advisory fees
Minimum fee: Minimum fee of $2,500 for retirement plan clients (waivable at discretion) Fee-only: Fixed fees for financial planning based on scope and complexity; typically invoiced with portion paid in advance and balance upon completion, not exceeding $1,200 in advance more than six months
Main office
See office920 Fort Duquesne Boulevard
Pittsburgh PA 15222
Advisors at this office
17
Offices (2)
Most active in
California · Florida · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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